According to the China Securities Report, recently, the A-share market has continued to rotate, leading sectors have continued to change, and the market has experienced a “rebalance”, from the “dominance” of the AI hardware and upstream sectors in the first half of the year to “more blooming” in the recent market. Analysts believe that this kind of “rebalancing” is a phased convergence in the style of switching between high and low levels of capital stock. It is neither a complete end to the main growth line, nor an overall upward trend in the value sector. In the short term, the A-share market may continue to rebound. The fall market has gradually entered the layout stage, and the market has moved from a single technology group to a joint development of multiple main lines of configuration.

According to the China Securities Report, recently, the A-share market has continued to rotate, leading sectors have continued to change, and the market has experienced a “rebalance”, from the “dominance” of the AI hardware and upstream sectors in the first half of the year to “more blooming” in the recent market. Analysts believe that this kind of “rebalancing” is a phased convergence in the style of switching between high and low levels of capital stock. It is neither a complete end to the main growth line, nor an overall upward trend in the value sector. In the short term, the A-share market may continue to rebound. The fall market has gradually entered the layout stage, and the market has moved from a single technology group to a joint development of multiple main lines of configuration.